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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,478 | $112,729-75.6% | $98,716-72.2% | $137,256-80.0% |
| Participation rate | 82.4% | 74.2%+8.1pp | 69.3%+13.1pp | 80.0%+2.4pp |
| Annual return | 28.35% | 38.48%-10.1pp | 31.81%-3.5pp | 220.34%-192.0pp |
| Employer contribution / active EE | $2,819 | $2,725+3.4% | $2,279+23.7% | $4,156-32.2% |
| Participant deferral / active EE | $6,982 | $4,640+50.5% | $4,048+72.5% | $6,407+9.0% |
| Admin fee / account holder | $165 | $10,129-98.4% | $8,703-98.1% | $12,270-98.7% |